Greenleaf Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Sell |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $241K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Buy |
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